November, 2021

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The 5 Best FinOps Tools For 2022

CloudZero

Cloud financial management has become an increasingly sophisticated business function over the past few years, far beyond what many cloud stakeholders anticipated. As a result, many companies are unable to monitor and allocate cloud costs accurately.

FinOps 105
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Income but no cash?!

SMB Accounting and Consulting

Income but no cash?! How does that happen?? How could a business be making money according to their profit and loss but have no money… or even worse, negative cashflow? This answer can vary depending on whether the company’s books are kept on a cash basis or accrual basis, but the general premise is the same. A company pays cash for things that don’t show up on the profit and loss.

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How SAP Ariba/DSN Users Can Solve the 'Last Mile' of AP Automation

IPS

The benefits of the SAP Ariba/Digital Supplier Network (DSN) are tantalizing:

AP 83
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Will AI Replace Humans in Finance?

Oversight

One of the most effective and intimidating advancements in finance is the adoption of artificial intelligence (AI) to transform the industry with streamlined processes. As technology continues to advance, there seems to be a growing fear that AI will replace humans in every conceivable professional field.

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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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How to Make Accounting & Taxation Service Stress Free

Billah and Associates

Indeed, tax season is an overwhelming time for both the taxpayers and bookkeepers who help in planning for the season. Everybody realizes that when the clock strikes close to January, then, at that point, taxation services in Etobicoke , are toward the back of each entrepreneur and salaryman’s mind. The staggering amount of desk work, severe cutoff times, a colossal number of rules and dread of not knowing the amount you owe is getting heavy on taxpayers all day long.

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How Lucent Advisory Saves Over 100 Hours per Month with Dext Prepare

Dext

About Lucent Advisory Lucent Advisory, based in Adelaide, offers a wide-range of services including bookkeeping, tax, advisory, CFO support, payroll and HR.

Payroll 52

More Trending

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How the New Brigade Will Help You Smash Your Goals

Brigade

As of today, we have a new day and an elevated mission. We are now “Brigade” and I could not be more excited!

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Overcoming the Barriers to Invoice-to-Pay Automation

IPS

The operational and strategic benefits of invoice-to-pay automation are proven.

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Errors in Posting Payroll

SMB Accounting and Consulting

Almost every business has some sort of payroll to pay their employees. Payroll can become much more complicated than some assume and it often has a substantial impact on financial results. The largest expense for many businesses is their labor expense, yet it’s often the most misunderstood. One of the most common errors is derived from posting expenses as cash comes out of the bank.

Payroll 52
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3 Signs Your Books Aren't Ready for Tax Season

Stephanie Peterson

You Have Transactions Not Categorized If your books contain uncategorized transactions, your financial reports will not be accurate. Often, you will find these transactions labeled as Uncategorized Income and Uncategorized Expenses in QuickBooks. Any transactions that are not classified must be done before your taxes are filed to ensure accuracy. Your Accounts Aren't Reconciled It is crucial to make sure accounts are reconciled before filing your taxes.

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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.

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Empowering Mission-Driven Organizations With Dext Prepare

Dext

AMLB found Dext in 2019 and since then has deployed out to a wide variety of clients to support their accounting and bookkeeping work. With Dext, AMLB is able to create an optimized workflow and centralized experience for all of their clients. Download the case study to find out more.

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AWS Instance Types Explained: The Best Time To Use Each

CloudZero

If you've heard that companies using AWS waste more than $10 billion a year, you might wonder how. That an organization might lose so much money is also easy to dismiss, especially when AWS usage can be reduced, right?

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AvidPay Direct Improves Cash Flow For NYC-Based Business Owner

AvidXchange

Jeff Gross, co-founder of organic cleaning products manufacturer Organically Maid , has enjoyed a new way to dramatically cut the time it takes to get paid by one of his customers. After his customer approves a payment for Organically Made, Jeff receives his funds in just three business days via AvidPay Direct , an enhanced direct deposit offering provided by AvidXchange.

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CFO’s on a Rising Tide of Change

Oversight

If you’re lucky enough to be in charge of an organization’s finances, you’ve had your share of headaches. Perhaps none have been as pervasive as the last few years, however. Pandemic notwithstanding, the role of the Chief Financial Officer has changed. This week’s Fortune declared that CFO’s “ can’t hide from tech.” We agree.

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Building a Business Case for Finance Automation

Speaker: Danny Gassaway and Wayne Richards

Finance leaders are prioritizing efficiency and digital transformation, yet many hesitate to automate due to uncertainty. Without a clear understanding of its impact, organizations risk falling behind competitors who are leveraging automation to drive productivity and cost savings. Join Wayne Richards and Danny Gassaway from AvidXchange for a practical guide on bringing accounts payable (AP) automation to your organization.

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Is Money Or The Ability To Execute Holding Your Business Back

SLC Bookkeeping

The majority of business owners are trying to grow, right? And they will give all sorts of reasons for why they aren't achieving their growth goals. The most common excuses I hear for coming up short on business goals are the lack of time and money. But is lack of time and money really holding you back? Or is it the ability to develop a strategy, and the confidence to execute that strategy?

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How Much do Professional Bookkeeping Services Cost?

OSYB

There’s no denying that effective bookkeeping is a vital aspect of any business aspiring to run as efficiently as possible. In order to accomplish this, there are two common routes: Spend the time recruiting and hiring an in-house bookkeeper with the necessary skills and experience Use professional bookkeeping services to handle your books The in-house method is often the most common.

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How Pancreatic Cancer Canada Reaches New Heights

Dext

For Pancreatic Cancer Canada and AMLB, Dext has provided a massive boost in efficiency to their workflows allowing them to spend less time on their finances and more time achieving their goals. Download the case study and watch the above video to find out how.

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What Are On-Demand Instances And When Should You Use Them?

CloudZero

According to Amazon , On-Demand Instances are best reserved for short-term processes with uneven workloads that cannot be interrupted. This might partly explain why such EC2 instances are exceedingly popular with AWS users.

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Fall In Love With the Month-End Close

It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

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The Importance of Technology in Post-Pandemic Real Estate

AvidXchange

This article, written by AvidXchange’s own Brian Thayer, is an excerpt from our recent eBook “Expert Insights: The New State of Real Estate,” available for download here. Soon after the pandemic started in the United States in 2020, many businesses rapidly sent their employees to work at home. The situation was urgent. There was very little time for companies to study the technology needed to pay bills on time and make sure their employees remained productive.

AP 52
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Xenett

Bookkeeping Side Hustle

Xenett Autoreview, An Intelligent Clean-up Tool for Accountants and Bookkeepers Register for this demo with Xenett, an intelligent clean up tool for accountants and bookkeepers. Come with your questions! Be sure to register for the prize giveaway. Related Articles Ready to start your virtual bookkeeping journey? Get the Bookkeeping Side Hustle Guidebook.

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CPA Evolution Is Missing The Weeds

Cloud Accounting Podcast

Sponsors Rewind: [link] CenterCard: [link] Client Hub: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes 3:57 – SPACs Headed for New Wave of Restatements for Accounting Errors [link] 5:57 – Senators Question Commissioner About Company Offering Fee-Based Access to IRS Phone Lines [link] 11:55 – Opinion | IRS reform will generate a lot more revenue than the CBO thinks - The Washington Post [link] 14:17

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Selling Advisory Services with Josh Lance

Earmark Accounting Podcast

Our Sponsor To learn more about how Practice Ignition can help your firm eliminate accounts receivable and for 50% off your first three months, visit [link] Our Guest Josh Lance, CPA, CGMA on Linkedin: [link] Joshua Lance, CPA, CGMA, shares his best practices for selling advisory as part of your accounting firm's services. Learn how to extract the value of advisory services you're already providing on an ad hoc basis by formalizing the advisory relationship as part of a subscription offering.

CPA 40
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Navigating Payroll Compliance: Future-Proofing Payroll in an Evolving Regulatory Landscape

Speaker: Jennifer Hill

Payroll compliance is a cornerstone of business success, yet for small and midsize businesses, it’s becoming increasingly challenging to navigate the ever-evolving landscape of federal, state, and local regulations. Mistakes can lead to costly penalties and operational disruptions, making it essential to adopt advanced solutions that ensure accuracy and efficiency.

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Ep. 153: Heather Polivka - Leading Hybrid & Remote Teams

IMA's Count Me

Email: heatherp@heatherpsolutions.com Linkedin: [link] Design your hybrid/remote work experience: [link] Train your new/first-time managers to lead hybrid and remote teams: [link] FULL EPISODE TRANSCRIPT Mitch: (00:05) Welcome back to Count Me In. Here with you again is your host Mitch Roshong and this is episode 153 of IMA's podcast series.

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The 3 Best Ways To Talk To Your C-Suite About Cloud Costs

CloudZero

For any company working in the cloud or using managed cloud services to create products, cloud costs represent a significant expense. If you lead an engineering team, you may have to defend your bill to your CEO or CFO.

Billing 98
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Your 6-Step Guide for Avoiding Duplicate Payments in AP Processing

AvidXchange

Here at AvidXchange, we want to help your accounts payable (AP) team avoid making duplicate payments — a significant industry problem. With this goal in mind, we’re sharing insights that one of our principal solutions consultants, Rhonda Greene, offered during our recent REVx 2021 event. She explained what duplicate payments are, outlined the scope of these headaches and taught us how to prevent them, as well as associated fraudulent attacks.

AP 52
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6 Accounting & Bookkeeping Lessons From Steve Wozniak

Dext

Our CEO, Adrian Blair, interviewed Apple co-founder and general all round good guy, Steve Wozniak. They spoke about how accountants & bookkeepers can align with the digital age and be the human focal point which tech can never replace.

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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

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Accounting Metaverse

Cloud Accounting Podcast

Sponsors Fyle: [link] Rewind: [link] Reach Reporting: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes 2:43 – Our takeaways from Sage Transform, and news on upcoming CAP bonus interviews from the conference! 5:32 – Intacct and ADP Partner to Streamline Back-office Processes for Midsized Companies [link] 8:02 – A little compare and contrast of NetSuite, and Sage Intacct 10:28 – Some thoughts on Sage

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Can Private Equity Save The CPA Firm From Disruption?

Earmark Accounting Podcast

Our Guest Charles Weinstein, CEO @ Eisner Advisory Group LLC [link] Charly Weinstein, CEO at EisnerAmper, discusses why his firm decided to split off audit into a separate CPA firm while also taking on private equity investment in a new, non-CPA entity that will offer tax and consulting services. While the alternative practice structure is not new, could this be the beginning of a new trend in PE investment in CPA firms?

CPA 40
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Ep. 152: Nishant Nair - Modernizing Legacy Systems

IMA's Count Me

Contact Nishant Nair: [link] Forbes Technology Council: [link] Fintech Times article: [link] Global FinTech Series interview: [link] FULL EPISODE TRANSCRIPT Adam: (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. This is your host, Adam Larson, and you're now listening to episode 152 of our series.

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The 3 Best Ways To Talk To Your C-Suite About Cloud Costs

CloudZero

For any company working in the cloud or using managed cloud services to create products, cloud costs represent a significant expense. If you lead an engineering team, you may have to defend your bill to your CEO or CFO.

Billing 98
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Cash Flow Secrets Every Upskilled CPA Should Know

Speaker: Debra L. Robinson

CPAs know the drill: taxes, compliance, rinse, repeat. But what about the sneaky cash flow that’s quietly messing with your organization’s success? It’s time to step into the spotlight and expose the “dirty little secrets” of cash flow to fuel strategic growth. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist.